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Michael Genovese, CFP®

Michael Genovese, CFP®

Principal,
Financial Advisor

  • Fargo, North Dakota
  • If Robert Ludlum wrote it, I like it. | Forrest Gump
  • Other than my wife, son, and daughter, I'd have to go with Jack Nicklaus, Warren Buffett, and Pope Francis
  • Say what you mean and mean what you say!
  • Ingenuity, resilience, and compassion not necessarily in that order.

Financial Advisors

Michael Genovese a wealth management financial advisor based in Sacramento, CA.

CAPTRUST welcomed Mike in 2021. He has over 40 years of experience as a financial advisor working with individuals, families, foundations, and institutions. Mike helps clients reach their objectives through independent advice and disciplined strategies.

Previously, Mike was a founding partner and chief investment officer of wealth management services at Genovese Burford & Brothers (GBB), an independent wealth and retirement plan management firm. He chaired the Investment Committee, steering the firm’s model portfolios and asset allocation design.

Before co-founding GBB in 1987, Mike began his career in 1979 as an independent financial planner. He is a member of the Sacramento Estate Planning Council, the Western Pension Benefits Conference, and the Northern California Financial Planning Association. He is also a registered principal and registered representative with CAPTRUST.

For over 20 years, Mike has served as a trustee of the Mercy Foundation—an organization dedicated to feeding the hungry, sheltering the homeless, providing opportunities for at-risk youth, and caring for the sick. He is also a patron of the arts and serves as a board member of the Crocker Art Museum. When not helping clients or volunteering, Mike enjoys spending time with his wife and two children.

Education

  • Bachelor of Science degree in chemistry, biology, and journalism from San Diego State University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Awards & Recognition

  • Financial Times Top 400 Financial Advisors | 2014 through 2020
  • Barron’s Top 1200 Financial Advisors | 2015 through 2020

Industry Involvement

  • Sacramento Estate Planning Council
  • Western Pension Benefits Conference
  • Northern California Financial Planning Association

Memberships

  • Trustee, Mercy Foundation
  • Board Member and Foundation President, Crocker Art Museum
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